News in brief: 11 September

- Swiss pension fintech company, Sparbatze, has launched its fully digital pension service through a collaboration with Zuger Kantonalbank, additiv and Qcentris.

Zuger Kantonalbank will act as custodian and further strengthen their digital proposition by providing fund accounts for external asset managers. Sparbatze’s digital pension services will allow clients to increase their retirement funds, simply and easily, anytime, anywhere, by utilizing additiv’s DFS System of Intelligence, a cloud-native orchestration engine that enables the rapid and cost-effective launch of smart, engaging and highly personalized wealth services.


- Aegon Asset Management has completed the final step in its move to become a global asset management business with a brand refresh, which sees it introduce a new strapline of ‘beyond borders’ as well as launching a global website.

The refresh, which will also see the retirement of the Kames Capital and TKP Investments brands, marks the last step of its global transformation, which saw it bring together its regional businesses under the single operating structure in February this year. At the same time, it also created four global investment platforms; Fixed Income, Real Assets, Equities and Multi-Asset & Solutions.

- AJ Bell has launched a fund and ETF research service for financial advisers.

The service, entitled Fundamentals, will help financial advisers to complete investment research and due diligence on funds and ETFs, by providing advisers with free access to AJ Bell’s investment research and analysis of a selection of funds and ETFs, passive and active. It currently covers 77 funds and ETFs, selected by AJ Bell’s investment team, with a filtering tool to allow advisers to search for funds meeting specific criteria in order to align with a clients’ needs. Advisers will also be provided with a summary of the latest meeting and discussion AJ Bell had with the fund manager, which the firm stressed is something advisers may not typically be able to do directly with fund managers.

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